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Fidelity Investments Work Values

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Daily Duties at Fidelity Investments:

• Counseled employees regarding the retirement benefits program including recommendations and possible impact scenarios for the purposes of assisting employees in planning for and entering retirement, including preparing and processing retirement paperwork for prospective retirees. • Assisted employees in communicating with third party administrators (TPA’s) to ensure reasonable responses to employee concerns and accuracy in the application of policy. • Performed a variety of administrative and complex benefit related clerical work, to include but not limited to, maintaining a variety of files and filing systems to include employee, retiree, and terminated personnel filing, maintaining all active employee and COBRA enrollment records for the group health program, entering and verify a variety of data into the computer system, and maintaining benefits related forms and documents • Responded to and initiates inquiries regarding client benefits programs, independently resolving problems whenever feasible. • Reviewed and verified incoming and outgoing documentation for completeness, accuracy, and compliance. • Assisted with employee benefits in insurance programs, leave benefits, short and long term disability, workers’ compensation, military leave, defined benefit (pension) and defined compensation (401K) • Served as Subject Matter Expert (SME) and Help Desk Team Member


What they like about Fidelity Investments:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.



Information about Fidelity Investments


Company Rank: Not Available

Average length of employment : 2 years

Average salary of employees: $60,000

These are some of the questions we asked our climbers about their experiences with Fidelity Investments:

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Were your performance expectations clearly communicated?

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Were you recognized for meeting or exceeding expectations?

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Did you feel like your personal contribution was important?

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Was your career path clearly outlined and discussed?

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I would recommend this as a place of employment.
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I believe in the purpose of this organization.
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I would work for this organization again.
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I feel employees are fairly compensated.
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